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摩根史坦利推出智能投顾平台Access Investing

近日,摩根士丹利集团推出了全新的在线智能投顾平台Access Investing,目标锁定年轻投资者。

据悉,该平台每年费率仅为管理资产总数的0.35%,低于Merrill Edge Guided Investing智能投顾服务0.45%的收费水平,也低于富国集团银行直觉投资者项目0.5%的费率水平。

(折扣中介商Schwab、Fidelity和先锋集团智能投顾服务费率均低于摩根士丹利,分别为0.28%、0.15%和0.3%。这些费用不包括相关基金费用。)

和Merrill智能服务一样,摩根的新平台也有账户最低5000美元标准,而富国银行智能投顾服务最低金额则是1万美元。

摩根士丹利数字运营官 Naureen Hassan在一份声明中说:"摩根士丹利希望借助Access Investing,向更多想要达成自己财政目标的投资者提供帮助。"

 

Targeting younger investors, Morgan Stanley has launched its online platform, Access Investing, with an annual fee below those of its wirehouse rivals.

At 0.35% of assets under management per year, the program fee comes in below the Merrill Edge Guided Investing robo service, which charges 0.45%, and Wells Fargo’s Intuitive Investor offering, which has a 0.50% fee.

(Discount brokerages Schwab, Fidelity and Vanguard all charge less than Morgan Stanley for advisor-focused robo services: 0.28% for Schwab Intelligent Advisor, 0.30% for Vanguard Personal Advisor Services and 0.15% for Fidelity AMP. These fees don't include expenses on the underlying funds.)

Like Merrill’s robo, Morgan Stanley’s has a $5,000 account minimum. The competing Wells Fargo service can be accessed with $10,000 or more of client assets.

“Morgan Stanley Access Investing leverages the firm’s intellectual capital to reach a broader audience of investors who are looking to achieve their financial goals,” said Morgan Stanley Chief Digital Officer Naureen Hassan, in a statement.


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